Bradley J. Marshall, AIF®
CFO & CCO
Brad joined Hunter Associates at its inception in 1992. In addition to his roles as chief financial officer and chief compliance officer, he is a managing director, member of the board of directors, and shareholder of the firm. Prior to joining Hunter Associates, Brad served as a vice president for the brokerage firm Parker/Hunter.
Brad holds a B.B.A. degree in accounting from Robert Morris University. Additionally, Brad attained the Accredited Investment Fiduciary™ designation awarded by The Center for Fiduciary Studies.
Brad has served as secretary of the board of the Western Pennsylvania Securities Industry Association.
Accredited Investment Fiduciary™: The AIF® credential is awarded by The Center for Fiduciary Studies. To attain the AIF® credential the candidate must meet a point-based threshold based on a combination of education, relevant industry experience and/or professional development. Candidates complete a course that prepares participants to conduct fiduciary assessments on a plan or firms’ conformance to legal and regulatory obligations associated with the fiduciary standard and professional best practices. Additionally, individuals must pass a final certification examination.